See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,418 | $110,809-24.7% | $86,874-4.0% | $167,490-50.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 71.6%+3.4pp | 82.1%-7.1pp |
| Annual return | 14.28% | 116.98%-102.7pp | 63.52%-49.2pp | 478.56%-464.3pp |
| Employer contribution / active EE | $5,276 | $3,244+62.6% | $2,495+111.4% | $4,837+9.1% |
| Participant deferral / active EE | $8,300 | $4,546+82.6% | $3,699+124.4% | $6,341+30.9% |
| Admin fee / account holder | $734 | $8,415-91.3% | $5,828-87.4% | $12,309-94.0% |